Get Breezy Hr Crm | RBN HR

In this article we’re going to be covering Breezy Hr Crm… some of the essentials of the platform such as how to produce positions how to design your career page in addition to adding users into the account in addition we’ll also cover a few of the advanced functions and functionality that are readily available in the platform so let’s begin the view that you’re seeing on my screen is the control panel view of the platform and this is the view that all users arrive at once they visit to simple depending upon who’s logging in they’re visiting information that’s pertinent to them so in my example I am working on all of these positions that you see in the my positions tab any brand-new prospects that have obtained those positions will show up in the brand-new prospects tab if I have any upcoming meetings or if there are any jobs that are due along with any relevant discussions with prospects from these positions will show up in the dashboard view from here one of the first things that you’ll most likely want to do as an admin is to click the Settings icon and go to business settings here you’ll have the ability to enter into the handle members section to welcome members into the account you can include them in either as administrators or as numbers merely by typing in their email address you’ve likewise got the choice of making it possible for a worker automobile sign up with feature which will enable users to sign up utilizing a URL that gets generated from within Breezie likewise supports single sign-on straight from here as well the next thing that you’re going to wish to do is to design the profession page do that enter into your settings area recruiting preferences and you’ll see a tool for profession portal design this is a really basic way to develop and release a career page straight through factor it has loads of style and customization alternatives consisting of the ability to place customized CSS and JavaScript when you’ve gone through this procedure the end item would look something like this acne page that I simply pulled up

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where you have the page Brandin nevertheless you like you can have some information about your company you can upload any media that you want to have on the page and as you released jobs through breezy they’ll get noted there for candidates to be able to apply this career page also allows you to set up a worker portal this is an area which allows your existing staff to either make an application for any internal positions you might have or they can send recommendations into any of the positions that you have and those are all tracked with entries establishing the profession website and the staff member website are both done from the recruiting preferences area we covered where you discover the career portal settings previously right below that you’ll see the employee portal area too now that you have actually got your career page designed and users included into the account the next step would be to develop positions to do that you can hit the position and slash pools connect from the left-hand side and you’ll see a list view of all your positions anything with a green dot next to it symbolizes that it’s an active position or a pool if you have anything with a blue dot that suggests it remains in a draft State and if you have actually liquidated a position you’ll see that with a grey dot beside it clicking the dot permits you to change the status of a position or a swimming pool straight from within this list deem well to create a position you click the add position button in the leading right corner and it takes you through a series of sections that you require to submit action one of this procedure involves entering in the fundamentals of the job like the title the location the job description and so on the next action after that is to specify the application itself there are a series of basic fields that you can enable

 

 

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or disable based on your choices that you see on my screen you have actually likewise got the ability to augment these by inserting custom concerns via surveys questionnaires are simply a series of questions that you can create with various action types that range from things like text or paragraph based responses to multiple-choice in addition to even video reactions if you wished to if you’re using numerous option or drop-down lists you’ve also got the capability to move candidates based upon an answer they supply many companies use this as a method to screen candidates straight from the national application procedure an example would be if you created a multiple-choice concern which says are you over the age of 80 and if a candidate response’s no you might immediately move them into a disqualified stage of your recruiting procedure video interviews are likewise incredibly popular these days for certain types of roles you have the capability with these to ask text-based concerns that prospects can record reactions to they can either tape-record a response for up to a minute 2 minutes or 5 minutes and these recordings will appear on the prospect profile once they’ve finished the application procedure when you created a question in there they become part of a list so if you’re publishing a new position and you want it to be used those concerns you can simply choose from the list another thing to note is that questionnaires can also be emailed to prospects after they have actually applied a lot of companies these days tend to have a fairly brief preliminary application but as soon as somebody applies they can either manually or instantly activate a survey to them to gather additional details or screen them that way pipelines are is the next action and this is where you define what the recruiting workflow is going to appear like for this specific position in Breezy you can develop a single pipeline that you’re going to use throughout all of your positions or you can construct and design several pipelines and then associate the one that makes one of the most sense for the position the next step after that is to choose whether you’re going to use a scorecard with your particular position similar to pipelines you’ve got the capability to create and conserve many scorecards in the platform you can then choose the one that makes one of the most sense for the position scorecards are something that we highly recommend specifically if you wish to have a. Breezy Hr Crm